Customer Service Representative II

Purpose of Position:Assist the Team Lead & Supervisor with various projects and duties as follows:Setting up and maintaining all broker records for W&B CompaniesHandle incoming queue calls from customersBroker licensing – Review, Pending, and ProcessingQuality control of broker profiles at group inceptionBanking website research, check voiding, and re-issue requestsSet up and maintenance of all direct deposit informationSubmitting check requests to A/P for reissue of payments via SharePoint siteProcessing Broker of Record changesReviewing and processing incoming Broker LeviesMonitor Negative Broker Commissions & Open credit balances.Monthly reporting, held commissions, expired licenses, missing information, and 542 processingMonth-end Choice Builder commission processingProcess vendor adds and changes for all W&B companiesMonitor department email box and SharePoint site dailyProcessing returned mail for all W&B CompaniesDocument ScanningEscheatment for all W&B CompaniesCommission research based on broker requestsSpecial projects as assigned.On-site or remote regular attendance and punctuality are essential functions of the job.Perform other business tasks or functions as assigned.Knowledge, Skills & Abilities Required:Outstanding focus and customer service skillsMaintain HIPAA ComplianceExcellent Phone mannerismsAbility to multitask; switching from one database to another, answering phones, while inputting sensitive informationMust be an innovative self-starter who is detail-oriented with excellent analytical skills.Strong oral and written communication skillsHigh-volume computerized systems experience is preferred. Must have basic PC skills, including Excel and Word.2+ years in Customer Service/Call Center related fieldAdhere to all PHI (Protected Health Information) and HIPAA (Health Insurance Portability and Accountability Act) guidelines.Educational Requirements:High School Diploma or equivalent required.Associate’s degreePhysical Requirements:Must be able to sit for extended periods of time and occasionally stand and walk. Must have adequate hearing for phone work. Vision requirements include close vision and the ability to adjust focus. Must be able to communicate effectively in English. Must be able to use a keyboard and other office equipment. Ability to lift up to 25 pounds occasionally. #J-18808-Ljbffr Paycom